天弘精选混合A（420001）成立日期2005年10月8日，最新规模5.44亿。今年以来收益24.26%，同类排 名3571/8140；近一年收益24.61%，同类排名3344/8057；成立以来收益307.82%。 天弘精选混合A（420001）基金经理为贾腾。 11月18日，迪威尔跌5.06%，截至发稿，报37.50元/股，成交6349.56万元，换手率0.85%，总市值73.00 亿元。 资料显示，南京迪威尔高端制造股份有限公司位于江苏省南京市江北新区迪西路8号，成立日期2009年8 月19日，上市日期2020年7月8日，公司主营业务涉及专业研发、生产和销售油气设备专用件。 从基金十大重仓股角度 数据显示，天弘基金旗下1只基金重仓迪威尔。天弘精选混合A（420001）三季度持有股数100万股，与 上期相比持股数量不变，占基金净值比例为4.9%，位居第三大重仓股。根据测算，今日浮亏损失约200 万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 ...

11月12日，迪威尔盘中下跌2.07%，截至10:23，报42.60元/股，成交2315.75万元，换手率0.28%，总市 值82.93亿元。 资金流向方面，主力资金净流入161.50万元，特大单买入103.01万元，占比4.45%，卖出0.00元，占比 0.00%；大单买入555.93万元，占比24.01%，卖出497.44万元，占比21.48%。 截至9月30日，迪威尔股东户数4884.00，较上期增加8.53%；人均流通股39858股，较上期减少7.86%。 2025年1月-9月，迪威尔实现营业收入8.73亿元，同比增长9.86%；归母净利润8971.49万元，同比增长 40.59%。 分红方面，迪威尔A股上市后累计派现1.34亿元。近三年，累计派现1.03亿元。 机构持仓方面，截止2025年9月30日，迪威尔十大流通股东中，诺安先锋混合A（320003）位居第三大 流通股东，持股878.88万股，持股数量较上期不变。富国天惠成长混合(LOF)A/B（161005）位居第七大 流通股东，持股380.07万股，相比上期增加25.30万股。诺安优选回报混合A（001743）退出十大流通股 东之列。 责任编辑 ...

Core Points - The stock price of Diwei Er increased by 2.28% on November 11, reaching 44.79 CNY per share, with a market capitalization of 8.719 billion CNY [1] - Diwei Er's stock has risen 134.01% year-to-date, with a 9.24% increase over the last five trading days and a 21.71% increase over the last 20 days [1] Financial Performance - For the period from January to September 2025, Diwei Er achieved a revenue of 873 million CNY, representing a year-on-year growth of 9.86%, and a net profit attributable to shareholders of 89.715 million CNY, up 40.59% year-on-year [2] - The company has distributed a total of 134 million CNY in dividends since its A-share listing, with 103 million CNY distributed over the past three years [2] Shareholder Information - As of September 30, 2025, Diwei Er had 4,884 shareholders, an increase of 8.53% from the previous period, with an average of 39,858 circulating shares per shareholder, down 7.86% [2] - Notable institutional shareholders include Noan Pioneer Mixed A, holding 8.7888 million shares, and Fu Guo Tian Hui Growth Mixed A/B, which increased its holdings by 25,300 shares [2]

Group 1 - The core point of the news is that Diwei Er's stock price increased by 5.05% to 43.07 CNY per share, with a total market capitalization of 8.384 billion CNY as of the report date [1] - Diwei Er, established on August 19, 2009, is located in Jiangbei New District, Nanjing, Jiangsu Province, and specializes in the research, production, and sales of oil and gas equipment components [1] Group 2 - According to data, a fund under招商基金 holds a significant position in Diwei Er, with 招商增浩混合A (009718) owning 7,704 shares, representing 0.5% of the fund's net value, making it the eighth largest holding [2] - 招商增浩混合A (009718) has a total asset size of 1380.93 million CNY, with a year-to-date return of 6% and a one-year return of 8.58% [2] Group 3 - The fund managers of 招商增浩混合A (009718) are Yao Feijun and Lin Shu, with Yao having a tenure of 9 years and 158 days and Lin having a tenure of 2 years and 103 days [3] - Yao Feijun's best fund return during his tenure is 70.9%, while Lin Shu's best return is 11.28% [3]

Core Viewpoint - Diweier is a leading company in the domestic oil and gas equipment sector, specializing in the research, production, and sales of related products, with strong technical capabilities and market competitiveness [1] Business Performance - In Q3 2025, Diweier achieved a revenue of 873 million yuan, ranking 30th among 58 companies in the industry, while the industry leader Zhongchuangzhiling reported a revenue of 30.745 billion yuan [2] - The net profit for the same period was approximately 89.71 million yuan, placing the company 23rd in the industry, with the top performer reporting a net profit of 3.705 billion yuan [2] Financial Ratios - As of Q3 2025, Diweier's debt-to-asset ratio was 34.26%, an increase from 31.63% year-on-year, but still below the industry average of 46.18%, indicating relatively low financial risk [3] - The gross profit margin for the period was 21.79%, up from 18.99% year-on-year, yet still below the industry average of 26.77% [3] Executive Compensation - The chairman and general manager, Zhang Li, received a salary of 1.392 million yuan in 2024, an increase of 216,000 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 8.53% to 4,884, while the average number of circulating A-shares held per shareholder decreased by 7.86% to 39,900 [5] - Notable shareholders include Noan Pioneer Mixed A and Fuguo Tianhui Growth Mixed A/B, with the latter increasing its holdings by 253,000 shares [5] Future Outlook - Analysts expect Diweier's performance to continue improving, driven by the growth of deep-sea orders and the completion of the "Precision Manufacturing Project for Key Components of Oil and Gas Equipment," which has received initial customer certification and small orders [5][6] - The company is projected to achieve net profits of 138 million yuan, 203 million yuan, and 261 million yuan for 2025, 2026, and 2027, respectively, with a target price of 38.50 yuan based on a 50x PE ratio for 2025 [6]

Core Viewpoint - The financial report for the first three quarters of 2025 shows significant growth in revenue and net profit for Diwei, indicating a strong performance in the oil and gas equipment sector [1][2]. Financial Performance - The company's revenue for the first three quarters reached 873 million yuan, a year-on-year increase of 9.86% [1]. - The net profit attributable to shareholders was approximately 89.71 million yuan, reflecting a year-on-year growth of 40.59% [1]. - The net profit excluding non-recurring items was about 88.44 million yuan, with a year-on-year increase of 59.49% [1]. - Basic earnings per share stood at 0.46 yuan [1]. Profitability Metrics - The gross margin for the first three quarters was 21.79%, up by 2.80 percentage points year-on-year [2]. - The net profit margin was 10.28%, an increase of 2.25 percentage points compared to the same period last year [2]. - In Q3 2025, the gross margin improved to 24.61%, with a year-on-year increase of 8.17 percentage points and a quarter-on-quarter increase of 3.20 percentage points [2]. - The net profit margin for Q3 was 12.31%, up 8.72 percentage points year-on-year and 1.86 percentage points quarter-on-quarter [2]. Expense Analysis - Total operating expenses for the period were approximately 94.89 million yuan, an increase of 18.62 million yuan year-on-year [2]. - The expense ratio was 10.87%, up 1.27 percentage points from the previous year [2]. - Sales expenses decreased by 2.58% year-on-year, while management expenses increased by 37.47%, R&D expenses grew by 1.20%, and financial expenses surged by 2545.30% [2]. Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 4,884, an increase of 384 from the end of the previous half-year, representing an 8.53% growth [3]. - The average market value of shares held per shareholder rose from 1.0326 million yuan to 1.5337 million yuan, marking a 48.53% increase [3]. Company Overview - Nanjing Diwei High-end Manufacturing Co., Ltd. is located in Jiangbei New District, Nanjing, Jiangsu Province, and was established on August 19, 2009 [3]. - The company was listed on July 8, 2020, and specializes in the research, production, and sales of oil and gas equipment components [3]. - Diwei operates within the machinery and equipment sector, specifically in specialized equipment for energy and heavy machinery [3].

Group 1 - The core point of the news is that Diwei Er's stock price increased by 5.49% to 43.25 CNY per share, with a trading volume of 1.29 billion CNY and a turnover rate of 1.58%, resulting in a total market capitalization of 8.419 billion CNY [1] - Diwei Er, officially known as Nanjing Diwei Er High-end Manufacturing Co., Ltd., is located in Jiangbei New District, Nanjing, Jiangsu Province, and was established on August 19, 2009. The company was listed on July 8, 2020, and specializes in the research, development, production, and sales of oil and gas equipment components [1] Group 2 - From the perspective of major fund holdings, one fund under Shenwan Lixin holds a significant position in Diwei Er. Shenwan Lixin Letong Mixed A (013085) held 1.4491 million shares in the second quarter, unchanged from the previous period, accounting for 5.23% of the fund's net value, making it the sixth-largest holding [2] - The fund has a current scale of 599 million CNY and has achieved a return of 24.49% this year, ranking 3309 out of 8162 in its category. Over the past year, it has returned 23.97%, ranking 3186 out of 8024, while since its inception, it has experienced a loss of 19.9% [2] - The fund manager, Fu Juan, has a tenure of 13 years and 184 days, with total assets under management of 3.711 billion CNY. During her tenure, the best fund return was 172.37%, while the worst was -36.32% [2]

Core Viewpoint - The stock price of Diwei Er has experienced significant fluctuations, with a year-to-date increase of 96.97% and a recent decline of 2.03% on October 9, 2023, indicating volatility in investor sentiment and market conditions [1][2]. Company Performance - Diwei Er's stock price as of October 9, 2023, is 37.70 CNY per share, with a total market capitalization of 7.339 billion CNY [1]. - The company reported a revenue of 563 million CNY for the first half of 2025, showing a slight year-on-year decrease of 0.04%, while the net profit attributable to shareholders was 51.526 million CNY, down 7.17% year-on-year [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Diwei Er is 4,500, which represents a decrease of 20.98% from the previous period. The average number of circulating shares per shareholder increased by 26.56% to 43,259 shares [2]. - The company has distributed a total of 134 million CNY in dividends since its A-share listing, with 103 million CNY distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include notable funds such as Nuoan Pioneer Mixed A and Nuoan Preferred Return Mixed A, with holdings of 8.7888 million shares and 3.8760 million shares, respectively, remaining unchanged from the previous period. Additionally, Fuguo Tianhui Growth Mixed A/B has entered as a new shareholder with 3.5477 million shares [3].

Company Overview - Dewel, established on August 19, 2009, is located in Jiangbei New District, Nanjing, Jiangsu Province, and was listed on July 8, 2020. The company specializes in the research, production, and sales of oil and gas equipment components [2]. Stock Performance - Dewel's stock price has increased by 69.54% year-to-date, with a 2.37% rise over the last five trading days, a 3.51% increase over the last 20 days, and a 35.94% increase over the last 60 days [2]. - As of September 22, the stock price reached 32.45 CNY per share, with a market capitalization of 6.317 billion CNY [1]. Financial Performance - For the first half of 2025, Dewel reported a revenue of 563 million CNY, a slight decrease of 0.04% year-on-year, and a net profit attributable to shareholders of 51.526 million CNY, down 7.17% year-on-year [2]. - The company has distributed a total of 134 million CNY in dividends since its A-share listing, with 103 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Dewel had 4,500 shareholders, a decrease of 20.98% from the previous period, with an average of 43,259 circulating shares per shareholder, an increase of 26.56% [2]. - Notable institutional shareholders include Noan Pioneer Mixed A (320003) as the third-largest shareholder with 8.7888 million shares, and Noan Preferred Return Mixed A (001743) as the seventh-largest with 3.8760 million shares, both maintaining their holdings [3].

Group 1 - The core point of the news is that Diwei Er's stock price increased by 5.01% to 31.25 CNY per share, with a total market capitalization of 6.083 billion CNY as of the report date [1] - Diwei Er, established on August 19, 2009, is located in Jiangbei New District, Nanjing, Jiangsu Province, and specializes in the research, production, and sales of oil and gas equipment components [1] - The trading volume for Diwei Er reached 53.3127 million CNY, with a turnover rate of 0.90% [1] Group 2 - According to data, the fund "Shenwan Lingshin Fund" holds a significant position in Diwei Er, with 1 fund holding 1.4491 million shares, unchanged from the previous period, representing 5.23% of the fund's net value [2] - The fund "Shenwan Lingshin Letong Mixed A" (013085) has a total scale of 599 million CNY and has achieved a return of 25.49% this year, ranking 2822 out of 8177 in its category [2] - The fund has a one-year return of 57.94%, ranking 1983 out of 7982 in its category, while it has experienced a loss of 19.26% since its inception [2] Group 3 - The fund manager of "Shenwan Lingshin Letong Mixed A" is Fu Juan, who has a total tenure of 13 years and 143 days, with the fund's total asset scale at 3.711 billion CNY [3] - During Fu Juan's tenure, the best fund return was 172.37%, while the worst return was -36.32% [3]